Due diligence management

For sellers

• Pre-sale diligence review to find issues before a buyer does
• Organized virtual data room with permission controls
• Single channel for buyer requests so your team isn't overwhelmed
• Prepared explanations for add-backs, trends, and one-time events

For buyers

• Diligence plan and request list tailored to the industry
• Coordination of quality-of-earnings, legal, insurance, and environmental reviews
• Customer, vendor, and employee review planning
• Findings summary to support price and term adjustments

Areas covered

Legal and tax diligence conclusions come from your attorney and CPA; we organize and coordinate the work.